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Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$30.56 +0.18 (+0.59%)
(As of 12/20/2024 05:15 PM ET)
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Institutional Ownership Changes (13F Filings) for Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Number of
Institutional Buyers
(last 12 months)
230
Total
Institutional Inflows
(last 12 months)
$834.45M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$68.55M
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DFSV Institutional Buying and Selling by Quarter

Dimensional US Small Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/26/2024 Peapack Gladstone Financial Corp305,640$9.41M0.1%+18.3%0.307%
11/25/2024 Sanctuary Advisors LLC6,793$226K0.0%N/A0.007%
11/19/2024 McIlrath & Eck LLC179,884$5.54M0.7%+11.7%0.180%
11/19/2024 Ballentine Capital Advisors Inc255,781$7.88M4.0%+0.6%0.257%
11/19/2024 Discipline Wealth Solutions LLC119,340$3.68M1.9%+19.5%0.120%
11/18/2024 Rehmann Capital Advisory Group65,138$2.08M0.1%+15.1%0.065%
11/15/2024 Abel Hall LLC263,503$8.12M5.3%+0.2%0.264%
11/15/2024 Glass Jacobson Investment Advisors llc28,194$868K0.3%+12.5%0.028%
11/15/2024 MML Investors Services LLC27,798$856K0.0%+9.5%0.028%
11/15/2024 Orion Portfolio Solutions LLC21,508$662K0.0%-15.9%0.022%
11/15/2024 EP Wealth Advisors LLC2,340,458$72.09M0.6%-6.8%2.348%
11/15/2024 Jane Street Group LLC32,930$1.01M0.0%-25.2%0.033%
11/15/2024 Kovitz Investment Group Partners LLC151,805$4.65M0.0%N/A0.152%
11/15/2024 Stifel Financial Corp118,256$3.64M0.0%-0.9%0.119%
11/15/2024 SageView Advisory Group LLC57,953$1.79M0.1%+2.6%0.058%
11/15/2024 Investmark Advisory Group LLC46,357$1.43M0.7%+0.8%0.046%
11/15/2024 HighTower Advisors LLC422,650$13.02M0.0%+7.7%0.424%
11/15/2024 Hill Investment Group Partners LLC256,663$7.31M1.0%+0.7%0.257%
11/15/2024 True Wealth Design LLC79,023$2.43M1.0%-11.8%0.079%
11/14/2024 Acropolis Investment Management LLC6,100$188K0.0%N/A0.006%
11/14/2024 CreativeOne Wealth LLC9,530$294K0.0%N/A0.010%
11/14/2024 Cravens & Co Advisors LLC112,180$3.46M2.7%-0.7%0.113%
11/13/2024 Freedom Investment Management Inc.315,080$9.70M0.8%-0.4%0.316%
11/13/2024 Bank of Montreal Can655,596$20.13M0.0%+6.3%0.658%
11/13/2024 Acorn Wealth Advisors LLC6,678$206K0.1%N/A0.007%
11/12/2024 Wealth Dimensions Group Ltd.352,041$10.84M2.7%+21.0%0.353%
11/12/2024 Truepoint Inc.658,222$20.27M0.5%-2.2%0.660%
11/12/2024 Advisory Services & Investments LLC196,818$6.06M4.1%-7.3%0.197%
11/12/2024 Cerity Partners LLC662,806$20.41M0.0%+26.3%0.665%
11/12/2024 Altiora Financial Group LLC63,485$1.96M0.4%+7.1%0.064%
11/8/2024 Vance Wealth Inc.248,897$7.67M2.9%-0.5%0.250%
11/8/2024 Equita Financial Network Inc.755,613$23.27M8.5%+13.5%0.758%
11/7/2024 Pathstone Holdings LLC2,694,212$82.98M0.4%+159.2%2.702%
11/7/2024 Aviance Capital Partners LLC106,520$3.28M0.4%+24.6%0.107%
11/7/2024 MAI Capital Management41,146$1.27M0.0%+17.5%0.041%
11/7/2024 Phillips Financial Management LLC175,000$5.39M0.4%+0.6%0.176%
11/6/2024 LJI Wealth Management LLC74,767$2.30M0.5%-4.6%0.075%
11/6/2024 Squire Investment Management Company LLC23,109$712K0.3%+118.5%0.023%
11/6/2024 OneDigital Investment Advisors LLC388,909$11.98M0.1%+92.3%0.390%
11/6/2024 Diversified Portfolios Inc.354,031$10.90M1.2%+11.1%0.355%
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11/6/2024 Wealthstream Advisors Inc.13,130$404K0.1%N/A0.013%
11/6/2024 Dopkins Wealth Management LLC16,848$519K0.4%-72.0%0.017%
11/6/2024 Cable Hill Partners LLC1,207,655$37.20M3.7%+4.3%1.211%
11/6/2024 Main Street Financial Solutions LLC11,639$358K0.0%+18.0%0.012%
11/5/2024 Hassell Wealth Management LLC656,732$19.95M8.4%+9.6%0.659%
11/5/2024 Aptus Capital Advisors LLC2,899$89K0.0%+687.8%0.003%
11/5/2024 V2 Financial group LLC72,945$2.25M1.5%-0.7%0.073%
11/5/2024 Vestia Personal Wealth Advisors97,835$3.01M2.5%+15.6%0.098%
11/5/2024 Northwest Wealth Management LLC58,165$1.79M0.4%+38.3%0.058%
11/4/2024 TRU Independence Asset Management 2 LLC157,650$4.86M4.1%N/A0.158%
11/2/2024 Retirement Solution LLC632,446$19.50M4.7%-1.3%0.634%
11/1/2024 Tillman Hartley LLC8,585$264K0.1%-15.3%0.009%
11/1/2024 Cypress Point Wealth Management LLC19,953$615K0.2%+17.0%0.020%
11/1/2024 Rather & Kittrell Inc.421,499$12.98M3.2%+8.9%0.423%
11/1/2024 Rockbridge Investment Management LCC6,747$208K0.0%N/A0.007%
11/1/2024 Cahill Wealth Management LLC258,767$7.97M4.1%+5.3%0.260%
11/1/2024 Galvin Gaustad & Stein LLC17,528$540K0.0%+149.4%0.018%
11/1/2024 Lauterbach Financial Advisors LLC16,624$512K0.3%+29.2%0.017%
11/1/2024 Physician Wealth Solutions Inc.455,290$14.03M6.8%+31.2%0.457%
11/1/2024 Capital Performance Advisors LLP25,212$777K0.2%+58.5%0.025%
10/31/2024 Exencial Wealth Advisors LLC978,719$30.15M1.1%+18.2%0.982%
10/30/2024 Tobias Financial Advisors Inc.278,369$8.57M1.7%+11.6%0.279%
10/30/2024 Arista Wealth Management LLC1,654,391$50.96M12.2%+5.4%1.659%
10/30/2024 W.H. Cornerstone Investments Inc.63,426$1.95M1.3%-20.2%0.064%
10/29/2024 Private Wealth Management Group LLC485,162$14.94M5.9%-5.5%0.487%
10/29/2024 REDW Wealth LLC60,945$1.88M0.5%-17.0%0.061%
10/29/2024 Chicago Partners Investment Group LLC491,622$14.98M0.5%-3.2%0.493%
10/29/2024 Farther Finance Advisors LLC119,062$3.67M0.1%+103.5%0.119%
10/29/2024 Oceanside Advisors LLC359,168$11.06M8.2%+2.1%0.360%
10/25/2024 Seaside Wealth Management Inc.720,794$22.20M8.4%+4.3%0.723%
10/25/2024 Pinnacle Associates Ltd.301,298$8.77M0.1%-2.3%0.302%
10/25/2024 Edge Financial Advisors LLC32,210$992K0.9%N/A0.032%
10/25/2024 PBMares Wealth Management LLC185,606$5.72M1.2%+31.2%0.186%
10/25/2024 SC&H Financial Advisors Inc.84,858$2.61M0.6%+4.2%0.085%
10/25/2024 Quarry Hill Advisors LLC31,121$959K0.6%+2.7%0.031%
10/24/2024 TCI Wealth Advisors Inc.13,368$412K0.0%-8.2%0.013%
10/24/2024 Yeomans Consulting Group Inc.207,687$6.40M2.4%+0.3%0.208%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,908$305K0.0%+40.9%0.010%
10/24/2024 Gemmer Asset Management LLC51,531$1.59M0.2%-4.1%0.052%
10/24/2024 Clear Harbor Asset Management LLC14,790$456K0.0%+27.1%0.015%
10/24/2024 Modera Wealth Management LLC2,565,849$79.03M1.0%+9.2%2.574%
10/24/2024 Wealth Enhancement Advisory Services LLC564,427$17.38M0.0%+31.7%0.566%
10/23/2024 Allworth Financial LP239,399$7.37M0.0%-9.4%0.240%
10/23/2024 Joel Isaacson & Co. LLC16,855$519K0.0%-9.7%0.017%
10/23/2024 Pettinga Financial Advisors LLC72,261$2.23M0.5%+2.7%0.072%
10/23/2024 Strategic Investment Solutions Inc. IL230,407$7.10M2.1%+4.1%0.231%
10/23/2024 Financial Architects LLC280,195$8.63M5.6%+0.9%0.281%
10/23/2024 Leading Edge Financial Planning LLC649,172$19.99M6.7%+16.8%0.651%
10/23/2024 Global Trust Asset Management LLC41,134$1.27M0.5%-2.1%0.041%
10/23/2024 Index Fund Advisors Inc.1,809,486$55.73M3.0%+11.9%1.815%
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10/23/2024 Signature Resources Capital Management LLC2,676$82K0.1%-77.7%0.003%
10/23/2024 JMG Financial Group Ltd.5,202,502$160.24M5.5%+6.0%5.218%
10/22/2024 Sprinkle Financial Consultants LLC23,872$735K0.5%+4.9%0.024%
10/22/2024 BetterWealth LLC628,745$19.37M5.7%+2.9%0.631%
10/22/2024 Lazari Capital Management Inc.30,748$947K0.4%-4.2%0.031%
10/22/2024 RCS Financial Planning LLC280,231$8.63M4.8%+0.6%0.281%
10/22/2024 CPA Asset Management LLC18,601$573K0.3%+16.9%0.019%
10/22/2024 Sequoia Financial Advisors LLC35,130$1.08M0.0%N/A0.035%
10/21/2024 Mattern Wealth Management LLC58,995$1.82M0.4%+6.0%0.059%
10/21/2024 Builder Investment Group Inc. ADV16,150$497K0.1%+12.4%0.016%
(Data available from 1/1/2016 forward)

DFSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSV shares?

During the previous two years, 308 institutional investors and hedge funds held shares of Dimensional US Small Cap Value ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($724.79M), Alaska Permanent Fund Corp ($246.98M), JMG Financial Group Ltd. ($160.24M), Merriman Wealth Management LLC ($155.05M), Savant Capital LLC ($133.66M), Mather Group LLC. ($91.48M), and Pathstone Holdings LLC ($82.98M).Learn more on DFSV's institutional investors.

Which institutional investors have been buying Dimensional US Small Cap Value ETF stock?

Of the 299 institutional investors that purchased Dimensional US Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alaska Permanent Fund Corp ($13.82M), JMG Financial Group Ltd. ($5.45M), Savant Capital LLC ($4.08M), Mather Group LLC. ($2.97M), EP Wealth Advisors LLC ($2.67M), Arista Wealth Management LLC ($2.19M), and Ritholtz Wealth Management ($1.98M).

How much institutional buying is happening at Dimensional US Small Cap Value ETF?

Institutional investors have bought a total of 72,577,853 shares in the last 24 months. This purchase volume represents approximately $1.95B in transactions.

Which Dimensional US Small Cap Value ETF major shareholders have been selling company stock?

Of the 101 institutional investors that sold Dimensional US Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arista Wealth Management LLC ($571.42K), Aveo Capital Partners LLC ($380.42K), Truepoint Inc. ($368.09K), EP Wealth Advisors LLC ($326.72K), JMG Financial Group Ltd. ($252.36K), Vance Wealth Inc. ($201.06K), and NewEdge Advisors LLC ($110.46K).

How much institutional selling is happening at Dimensional US Small Cap Value ETF?

Institutional investors have sold a total of 3,545,464 shares in the last 24 months. This volume of shares sold represents approximately $99.76M in transactions.


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This page (NYSEARCA:DFSV) was last updated on 12/22/2024 by MarketBeat.com Staff
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